Charlotte PortelliGaïa Connection

Case studies

Four engagements, four periods, one method: start from data and real use, then build the tools.

AI agents between accounting and the ERP

Real-estate SME · 2024 · 6-month engagement

Context

Construction tracking lived in an ERP and accounting in another tool. The accounting role spent a lot of time reconciling and re-entering information.

What I did

I specified and deployed an AI link agent between the construction-management ERP and accounting, plus a CRM workflow automation agent, complemented by collaboration tools.

Outcome

The accounting role was streamlined and data now flows between tools without re-keying.

Digitalising a press group's sales and marketing teams

Mondadori France · 2016–2017 · 6-month engagement

Context

Mondadori France, a magazine publisher, was accelerating its digital offers and needed to bring its sales and marketing teams along.

What I did

For six months, within the Digital Lab and Creative Lab, I supported the teams: digital awareness, training on offers and tools, and sales support for digital advertising solutions.

Outcome

A transformation driven close to the teams, through training and day-to-day support rather than top-down instructions.

Go-to-market for InternationalSIM

Bouygues Telecom · 2025 · 10-month engagement

Context

Bouygues Telecom was launching InternationalSIM, a prepaid travel eSIM covering 200+ destinations, with a strong focus on international travellers and foreign tourists.

What I did

I supported the go-to-market strategy, partnerships and product framing: B2B and B2C offer, marketing and CRM tools, customer journeys and a national PR launch, with a data and AI component (chatbot, targeting, communication tools).

Outcome

A structured offer for a non-French-speaking international audience, with its distribution channels and conversion tools.

Affiliation grown from 40% to 80% of revenue

Easyflirt / Daryl Social Software · 2008–2014

Context

Easyflirt, an online dating publisher, relied partly on a white-label partner network that needed structuring and international growth.

What I did

As executive committee member and platform Product Owner, I created the affiliate department, designed in-house analytics, CRM and prospecting tools with automation and AI, and launched the mobile apps.

Outcome

Affiliation grew from 40% to 80% of revenue with 18,000 affiliates in 15 countries. Revenue grew from €8M to €25M, and L'Express ranked the company among France's five most profitable SMEs in 2011.

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